BRWVX Mutual Fund

BRWVX Mutual Fund

NAV$31.30
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Returns Overview

1 Month
+2.46%
3 Months
+3.45%
6 Months
+21.58%
YTD
+11.52%
1 Year
+11.74%
3 Years (annualized)
+23.03%
5 Years (annualized)
+12.21%
10 Years (annualized)
+16.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+8.68%
vs Peers
+2.84%

BRWVX Mutual Fund Performance

BRWVX performance across multiple time periods: 1-month 2.46%, YTD 11.52%, 1-year 11.74%, 3-year 23.03%, 5-year 12.21%, 10-year 16.78%.

BRWVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

BRWVX vs another fund shows side-by-side returns. BRWVX alternatives are available in the Mutual Fund Screener.